BlacklineBL

13F holders, Q1 2024 (March 31)
303holders
6famous investors
$64.57avg. 13F price*

At the end of Q1 2024, 303 institutions reported holding Blackline Inc. (BL) in their 13F filings. The largest holders were BlackRock Inc. ($546.8M), Vanguard Group Inc. ($476.7M) and Clearlake Capital Group, L.P. ($368.9M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Blackline Inc.
CUSIP
09239B109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 303Q1 2024Q2 2024: 313Q2 2024Q3 2024: 292Q3 2024Q4 2024: 306Q4 2024Q1 2025: 278Q1 2025Q2 2025: 296Q2 2025Q3 2025: 273Q3 2025Q4 2025: 308Q4 2025Q1 2026: 279Q1 2026Q2 2026: 246Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions51$48.8M
Exits62$161.3M

Ownership 303 holders

BlackRock Inc. 0.01% Add +74.8% 8,467,351 $546.8M
Vanguard Group Inc. 0.01% Add +9.5% 7,380,961 $476.7M
Clearlake Capital Group, L.P. 29.11% No change 5,712,300 $368.9M
FMR LLC 0.02% Add +35.2% 4,402,647 $284.3M
Morgan Stanley 0.01% Add +47.8% 2,319,058 $149.8M
ICONIQ Capital, LLC 2.35% No change 2,087,081 $134.8M
State Street Corp. 0.01% Add +62.9% 2,044,285 $132.0M
Riverbridge Partners LLC 1.55% Reduce -2.5% 1,961,286 $126.7M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -4.4% 1,848,863 $119.4M
Brown Advisory Inc. 0.15% Reduce -7.8% 1,751,392 $113.1M
Conestoga Capital Advisors, LLC 1.31% Reduce -0.5% 1,407,505 $90.9M
Geode Capital Management, LLC 0.01% Add +3.0% 1,219,785 $78.8M
Bank of America Corp. 0.01% Reduce -2.6% 1,116,782 $72.1M
JPMorgan Chase & Co. 0.01% Reduce -1.8% 1,060,046 $68.5M
Geneva Capital Management LLC 1.05% Reduce -0.6% 920,440 $59.4M
Northern Trust Corp. 0.01% Add +3.0% 834,577 $53.9M
Invesco Ltd. 0.01% Add +19.8% 747,274 $48.3M
Rivulet Capital, LLC 2.23% No change 689,243 $44.5M
Bank of New York Mellon Corp 0.01% Add +41.7% 615,981 $39.8M
Baillie Gifford & Co. 0.03% Reduce -7.8% 608,465 $39.3M
Capital World Investors 0.01% No change 595,000 $38.4M
Barton Investment Management 4.49% Reduce -2.2% 573,317 $37.0M
Fred Alger Management, LLC 0.18% Reduce -32.7% 558,762 $36.1M
DF Dent & Co. Inc. 0.44% Reduce -21.0% 557,674 $36.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 457,934 $29.6M
Granite Investment Partners, LLC 1.12% Reduce -5.2% 454,588 $29.4M
Barclays PLC 0.01% Reduce -16.0% 433,414 $28.0M
Deutsche Bank AG 0.01% Add +1335.1% 415,560 $26.8M
Schwartz Investment Counsel Inc. 0.96% Reduce -19.6% 410,000 $26.5M
First Trust Advisors LP 0.03% Add +14.5% 406,118 $26.2M
Dimensional Fund Advisors LP 0.01% Add +134.1% 350,330 $22.6M
Envestnet Asset Management Inc. 0.01% Add +17.3% 346,513 $22.4M
D. E. Shaw & Co. 0.03% Reduce -46.4% 337,842 $21.8M
Tensile Capital Management LP 2.37% No change 334,729 $21.6M
Goldman Sachs Group Inc. 0.00% Add +65.2% 324,069 $20.9M
Qube Research & Technologies Ltd 0.04% Add +110.0% 320,175 $20.7M
Ameriprise Financial Inc. 0.01% Add +98.2% 294,820 $19.0M
Palisade Capital Management, LP 0.53% Add +16.8% 276,231 $17.8M
Principal Financial Group Inc. 0.01% Add +3945.7% 265,845 $17.2M
Readystate Asset Management LP 0.89% Add +15.7% 252,769 $16.3M
Norges Bank 0.00% Reduce -14.2% 232,564 $15.0M
Wells Fargo & Company 0.00% Add +1.4% 194,631 $12.6M
Handelsbanken Fonder AB 0.05% Add +1934.7% 193,300 $12.5M
UBS Group AG 0.00% Reduce -15.1% 191,044 $12.3M
Sei Investments Co. 0.02% Reduce -5.0% 171,752 $11.1M
Gagnon Securities LLC 2.54% Reduce -8.4% 166,045 $10.7M
Nuveen Asset Management, LLC 0.00% Reduce -2.0% 153,680 $9.9M
Rhumbline Advisers 0.01% Add +91.7% 152,575 $9.9M
Legal & General Group Plc 0.00% Add +168.6% 148,332 $9.6M
CANADA LIFE ASSURANCE Co 0.02% Add +42.7% 144,008 $9.3M
Bank of Montreal 0.00% Add +1.8% 142,678 $9.2M
Huntington National Bank 0.10% Reduce 0.0% 142,243 $9.2M
Royal Bank of Canada 0.00% Reduce -13.3% 140,975 $9.1M
Stanley-Laman Group, Ltd. 1.17% Reduce -0.3% 139,952 $9.0M
Pier Capital, LLC 1.22% Add +3.3% 137,421 $8.9M
New York State Common Retirement Fund 0.01% Add +9.7% 126,914 $8.2M
Comerica Bank 0.03% Add +11.8% 124,266 $8.0M
Eagle Asset Management Inc. 0.04% Reduce -8.9% 120,443 $7.7M
Nicholas Company, Inc. 0.12% No change 112,555 $7.3M
Bessemer Group Inc. 0.01% Add +7.4% 111,589 $7.2M
Polen Capital Management LLC 0.02% Reduce -2.0% 108,764 $7.0M
Public Sector Pension Investment Board 0.05% New 104,230 $6.7M
Gagnon Advisors, LLC 5.81% Reduce -5.3% 103,692 $6.7M
Swiss National Bank 0.00% Add +0.7% 102,800 $6.6M
SQN Investors LP 4.26% New 102,000 $6.6M
California Public Employees Retirement System 0.00% Reduce -1.3% 101,065 $6.5M
Robeco Institutional Asset Management B.V. 0.01% No change 95,000 $6.1M
Oppenheimer Asset Management Inc. 0.08% Reduce -6.2% 88,248 $5.7M
Blair William & Co. 0.02% Reduce -40.8% 87,781 $5.7M
Advantage Alpha Capital Partners LP 0.97% Reduce -13.2% 79,619 $5.1M
Credit Suisse AG/ 0.00% Add +9.4% 79,506 $5.1M
Stifel Financial Corp. 0.01% Add +2.2% 79,079 $5.1M
Hillsdale Investment Management Inc. 0.38% Reduce -0.1% 75,080 $4.8M
Holocene Advisors, LP 0.02% Add +16.3% 70,835 $4.6M
Nishkama Capital, LLC 0.51% New 70,000 $4.5M
Alliancebernstein L.P. 0.00% Add +7.6% 67,330 $4.3M
Raymond James & Associates 0.00% Reduce -1.2% 66,945 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.9% 66,763 $4.3M
Trexquant Investment LP 0.08% Add +44.6% 63,854 $4.1M
Prudential Financial Inc. 0.01% Add +794.9% 58,094 $3.8M
Redmond Asset Management, LLC 1.13% Add +1.6% 55,080 $3.6M
BNP Paribas Financial Markets 0.00% Reduce -12.5% 53,091 $3.4M
Citigroup Inc. 0.00% Add +50.5% 52,764 $3.4M
California State Teachers Retirement System 0.00% Reduce -5.0% 52,747 $3.4M
Bullseye Asset Management LLC 1.55% No change 51,154 $3.3M
Townsquare Capital LLC 0.05% Add +3.1% 51,146 $3.3M
State of New Jersey Common Pension Fund D 0.01% Add +16.9% 49,052 $3.2M
Advisors Capital Management, LLC 0.06% Add +5.8% 46,610 $3.0M
Texas Permanent School Fund Corp. 0.02% New 44,507 $2.9M
Renaissance Group LLC 0.11% Add +23.5% 44,584 $2.9M
Thrivent Financial for Lutherans 0.01% New 44,117 $2.8M
Edgestream Partners, L.P. 0.13% Add +116.6% 41,662 $2.7M
Assenagon Asset Management S.A. 0.01% New 40,592 $2.6M
Jane Street Group, LLC 0.00% Reduce -49.9% 38,927 $2.5M
Mutual of America Capital Management LLC 0.03% Add +22.2% 36,049 $2.3M
Los Angeles Capital Management LLC 0.01% Reduce -40.4% 34,837 $2.2M
Renaissance Technologies 0.00% New 32,500 $2.1M
Chicago Capital, LLC 0.06% Reduce -93.0% 32,470 $2.1M
AXA S.A. 0.01% Reduce -5.2% 32,221 $2.1M
Quadrature Capital Ltd 0.04% Add +346.5% 31,846 $2.1M
Manufacturers Life Insurance Company, The 0.00% Add +14.0% 31,615 $2.0M
State of Alaska, Department of Revenue 0.02% New 30,979 $2.0M
American International Group, Inc. 0.01% Add +7.5% 30,440 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 30,216 $2.0M
Daiwa Securities Group Inc. 0.01% Reduce -21.2% 29,783 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -2.3% 29,111 $1.9M
Amundi 0.00% Reduce -1.2% 31,953 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.0% 28,151 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -5.0% 28,151 $1.8M
US Bancorp \de 0.00% Reduce -10.8% 27,791 $1.8M
LPL Financial LLC 0.00% Reduce -6.9% 27,606 $1.8M
Kensington Investment Counsel, LLC 0.79% Reduce -7.1% 26,817 $1.7M
Janus Henderson Group PLC 0.00% Add +0.0% 25,676 $1.7M
Louisiana State Employees Retirement System 0.03% New 25,200 $1.6M
Balyasny Asset Management L.P. 0.00% New 24,345 $1.6M
Cetera Investment Advisers 0.00% New 24,344 $1.6M
Virtus Investment Advisers, LLC 1.13% Add +20.8% 23,851 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -8.6% 23,998 $1.5M
Yousif Capital Management, LLC 0.02% New 23,069 $1.5M
State of Wisconsin Investment Board 0.00% Reduce -11.7% 22,122 $1.4M
Neuberger Berman Group LLC 0.00% Add +23.6% 21,786 $1.4M
Janney Montgomery Scott LLC 0.00% Add +7.6% 21,119 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 20,325 $1.3M
Zacks Investment Management 0.01% Add +34.0% 19,866 $1.3M
Atria Investments, Inc 0.02% Reduce -16.4% 19,424 $1.3M
Citadel Advisors 0.00% Reduce -42.0% 19,281 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +11.5% 17,944 $1.2M
Voya Investment Management LLC 0.00% Reduce -17.4% 18,516 $1.2M
Simplex Trading, LLC 0.03% Reduce -58.5% 18,429 $1.2M
Trust Point Inc. 0.09% Add +50.0% 17,806 $1.1M
Susquehanna Fundamental Investments, LLC 0.05% New 17,041 $1.1M
FourThought Financial Partners, LLC 0.13% Add +1.4% 17,021 $1.1M
Beck Bode, LLC 0.22% Reduce -31.8% 16,915 $1.1M
Maryland State Retirement & Pension System 0.02% New 18,325 $1.1M
Victory Capital Management Inc. 0.00% Add +48.1% 16,251 $1.0M
Amalgamated Bank 0.01% Add +101.3% 16,246 $1.0M
Capital Fund Management S.A. 0.01% Add +21.5% 16,022 $1.0M
Pathstone Holdings, LLC 0.00% Add +161.5% 15,228 $983K
Cresset Asset Management, LLC 0.00% New 14,938 $965K
American Century Companies Inc. 0.00% Add +27.5% 14,831 $958K
Arizona State Retirement System 0.01% Reduce -1.2% 14,313 $924K
Teachers Retirement System of the State of Kentucky 0.01% New 14,037 $907K
State of Tennessee, Department of Treasury 0.00% New 13,820 $892K
Oregon Public Employees Retirement Fund 0.02% New 13,671 $883K
Wakefield Asset Management LLLP 0.29% Add +0.5% 12,779 $825K
New York State Teachers Retirement System 0.00% New 12,300 $794K
Truist Financial Corp. 0.00% Reduce -7.0% 12,122 $783K
M&T Bank Corp 0.00% Reduce -13.5% 12,086 $781K
ProShare Advisors LLC 0.00% Add +19.7% 11,917 $770K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,682 $754K
AQR Capital Management 0.00% Reduce -57.0% 11,555 $746K
Lanark Financial, Inc. 0.07% Reduce -6.1% 11,135 $719K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 10,982 $709K
HighTower Advisors, LLC 0.00% Add +18.8% 10,671 $696K
Teacher Retirement System of Texas 0.00% Add +7.1% 10,468 $676K
Captrust Financial Advisors 0.00% Reduce -23.9% 10,464 $676K
Maverick Capital 0.01% New 10,349 $668K
Crossmark Global Holdings, Inc. 0.01% Add +62.8% 10,152 $656K
Bell Bank 0.05% Reduce -12.6% 9,791 $632K
MML Investors Services, LLC 0.00% Add +1.2% 9,640 $623K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.0% 9,393 $607K
Glenmede Trust Co. NA 0.00% Add +24.9% 9,255 $598K
Campbell & CO Investment Adviser LLC 0.05% Reduce -47.9% 8,982 $580K
PEAK6 Investments LLC 0.03% Reduce -85.2% 8,827 $570K
Portside Wealth Group, LLC 0.10% Add +5.1% 8,506 $549K
Canada Pension Plan Investment Board 0.00% No change 8,400 $542K
Prelude Capital Management, LLC 0.04% Reduce -16.1% 8,315 $537K
Olympiad Research LP 0.34% Reduce -18.2% 8,099 $523K
PNC Financial Services Group, Inc. 0.00% Reduce -37.0% 8,057 $520K
HSBC Holdings PLC 0.00% New 7,958 $514K
Cubist Systematic Strategies, LLC 0.01% Reduce -86.1% 7,633 $493K
Cim Investment Management Inc. 0.15% Add +61.3% 7,566 $489K
Wolverine Trading, LLC 0.00% Add +16.6% 7,493 $484K
Headlands Technologies LLC 0.12% Add +420.6% 7,492 $484K
Evanson Asset Management, LLC 0.04% No change 7,350 $475K
Raymond James Trust N.A. 0.01% No change 7,200 $465K
State of Wyoming 0.08% Add +49.2% 7,182 $464K
Beacon Pointe Advisors, LLC 0.01% Reduce -27.7% 6,984 $451K
Norden Group LLC 0.09% Add +34.1% 6,819 $440K
Dynamic Technology Lab Private Ltd 0.05% New 6,729 $435K
Cerity Partners LLC 0.00% New 6,698 $433K
Creative Planning 0.00% Add +79.7% 6,494 $419K
Voya Financial Advisors, Inc. 0.05% Reduce -4.3% 6,551 $417K
Pictet Asset Management Holding SA 0.00% No change 6,318 $408K
FDx Advisors, Inc. 0.06% Reduce -0.6% 6,300 $407K
Franklin Resources Inc. 0.00% Add +3978.2% 5,995 $387K
Public Employees Retirement Association of Colorado 0.00% No change 5,978 $386K
Baker Tilly Wealth Management, LLC 0.07% Reduce -1.7% 5,926 $383K
Park Avenue Securities LLC 0.00% Reduce -16.0% 5,869 $379K
Scientech Research LLC 0.20% New 5,785 $374K
Diversify Advisory Services, LLC 0.02% — 5,791 $371K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.6% 5,683 $367K
Precision Wealth Strategies, LLC 0.35% Reduce -3.3% 5,682 $367K
Stratos Wealth Partners, LTD. 0.01% Reduce -49.1% 5,682 $367K
ClariVest Asset Management LLC 0.04% Add +0.1% 5,632 $364K
Vancity Investment Management Ltd 0.04% Reduce -65.2% 5,086 $328K
Walleye Capital LLC 0.00% New 4,935 $319K
Icon Wealth Advisors, LLC 0.03% Reduce -10.0% 4,932 $319K
Sherbrooke Park Advisers LLC 0.06% New 4,786 $309K
SG Americas Securities, LLC 0.00% Add +60.4% 4,746 $306K
Benjamin F. Edwards & Company, Inc. 0.01% Add +40.4% 4,708 $304K
Whittier Trust Co. 0.00% Add +9.7% 4,699 $303K
Gotham Asset Management 0.00% Reduce -1.4% 4,435 $286K
Dark Forest Capital Management LP 0.05% Reduce -59.8% 4,374 $282K
Mariner, LLC 0.00% Add +0.1% 4,369 $282K
Overbrook Management Corp 0.07% New 4,265 $275K
Princeton Capital Management LLC 0.10% No change 4,250 $274K
Great Lakes Advisors, LLC 0.00% Reduce -96.8% 4,231 $273K
Wrapmanager Inc. 0.07% Reduce -16.1% 4,180 $270K
Commonwealth Equity Services, LLC 0.00% New 4,127 $267K
DC Investments Management, LLC 0.22% No change 4,087 $264K
Hardy Reed LLC 0.03% New 4,063 $262K
Portfolio Strategies, Inc. 0.02% New 4,063 $262K
Alliance Wealth Advisors, LLC 0.08% Reduce -0.8% 3,921 $253K
SYSTM Wealth Solutions LLC 0.03% Add +424.1% 3,915 $253K
Lazard Asset Management LLC 0.00% Reduce -4.3% 3,904 $252K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.7% 3,876 $250K
Praxis Investment Management Inc. 0.02% New 3,810 $246K
Baron Wealth Management LLC 0.13% No change 3,760 $243K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 3,755 $242K
Osaic Holdings, Inc. 0.00% Reduce -79.9% 3,648 $236K
STRS Ohio 0.00% Reduce -5.4% 3,500 $226K
Xponance LLC 0.00% Add +0.4% 3,456 $223K
Mackenzie Financial Corp. 0.00% No change 3,431 $222K
Danske Bank A/S 0.00% — 3,407 $220K
Dakota Wealth Management 0.01% Reduce -9.3% 3,385 $219K
Corient Private Wealth LP 0.00% New 3,289 $212K
Centiva Capital, LP 0.01% Reduce -57.7% 3,285 $212K
Mgo One Seven LLC 0.01% Reduce -11.1% 3,205 $207K
Wedbush Securities Inc. 0.01% New 3,159 $204K
Metropolitan Life Insurance Co 0.01% Reduce -7.8% 2,994 $193K
Parallel Advisors, LLC 0.00% No change 2,643 $171K
Parkside Financial Bank & Trust 0.02% Add +13.4% 2,341 $151K
Fifth Third Bancorp 0.00% Add +6.3% 2,040 $132K
Virtus Fund Advisers, LLC 0.42% Add +70.0% 1,846 $119K
First Horizon Advisors, Inc. 0.00% No change 1,733 $112K
Covestor Ltd 0.06% Add +29.4% 1,495 $97K
Globeflex Capital L P 0.01% No change 1,321 $85K
Benjamin Edwards Inc. 0.02% Add +3.8% 1,296 $84K
Broadwater Capital Management LLC 0.06% No change 1,300 $84K
Harbor Investment Advisory, LLC 0.01% No change 1,206 $78K
KBC Group NV 0.00% No change 1,199 $77K
Shell Asset Management Co. 0.00% Reduce -10.0% 1,318 $64K
NewEdge Advisors, LLC 0.00% Add +646.6% 978 $63K
Quadrant Capital Group LLC 0.00% Add +658.7% 918 $59K
Smartleaf Asset Management LLC 0.01% Reduce -3.4% 925 $59K
Park Place Capital Corp 0.02% No change 862 $56K
Asset Management One Co., Ltd. 0.00% Reduce -14.3% 828 $53K
Group One Trading LLC 0.00% Add +62.4% 812 $52K
Concourse Financial Group Securities, Inc. 0.00% Add +10.9% 796 $51K
Federated Hermes, Inc. 0.00% Reduce -16.9% 663 $43K
CIBC Private Wealth Group LLC 0.00% New 661 $42K
Pacer Advisors, Inc. 0.00% New 646 $42K
CVA Family Office, LLC 0.01% No change 615 $40K
Cwm, LLC 0.00% Add +34.3% 607 $39K
Zions Bancorporation, N.A. 0.00% New 589 $38K
Avior Wealth Management, LLC 0.00% Add +1520.0% 567 $37K
Nisa Investment Advisors, LLC 0.00% Add +8.9% 551 $36K
EntryPoint Capital, LLC 0.03% New 550 $36K
Rise Advisors, LLC 0.01% No change 409 $26K
Russell Investments Group, Ltd. 0.00% Reduce -26.5% 378 $24K
HM Payson & Co. 0.00% Reduce -51.6% 375 $24K
GAMMA Investing LLC 0.00% Add +33.6% 286 $18K
Operose Advisors LLC 0.01% No change 250 $16K
New Covenant Trust Company, N.A. 0.02% — 238 $15K
Colonial Trust Co / SC 0.00% No change 239 $15K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +4.4% 215 $14K
DHJJ Financial Advisors, Ltd. 0.00% No change 156 $10K
Cornerstone Planning Group LLC 0.00% Reduce -22.0% 163 $10K
Venturi Wealth Management, LLC 0.00% No change 153 $10K
Wolff Wiese Magana LLC 0.01% No change 119 $8K
Private Trust Co. NA 0.00% Reduce -33.1% 111 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 103 $7K
Birchbrook, Inc. 0.00% No change 100 $6K
Elequin Capital, LP 0.00% New 89 $6K
Signaturefd, LLC 0.00% Reduce -45.5% 66 $4K
Farther Finance Advisors, LLC 0.00% Add +371.4% 66 $4K
Global Retirement Partners, LLC 0.00% No change 60 $4K
Bell Investment Advisors, Inc 0.00% Reduce -13.1% 53 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 43 $3K
Mather Group, Llc. 0.00% New 44 $3K
Spire Wealth Management 0.00% No change 41 $3K
MassMutual Private Wealth & Trust, FSB 0.00% New 29 $2K
Bokf, NA 0.00% New 28 $2K
Principal Securities, Inc. 0.00% Reduce -88.7% 26 $2K
Your Advocates Ltd., LLP 0.00% No change 25 $2K
Beacon Capital Management, LLC 0.00% New 25 $2K
Farmers & Merchants Investments Inc. 0.00% New 25 $2K
Fairman Group, LLC 0.00% No change 22 $1K
UMB Bank, n.a. 0.00% New 22 $1K
Lindbrook Capital, LLC 0.00% No change 19 $1K
Valley National Advisers Inc. 0.00% New 20 $1K
AdvisorNet Financial, Inc 0.00% New 15 $969
FinTrust Capital Advisors, LLC 0.00% No change 13 $861
Allworth Financial LP 0.00% No change 13 $840
C M Bidwell & Associates Ltd. 0.00% No change 5 $323
Valued Wealth Advisors LLC 0.00% Reduce -68.8% 5 $323
Rothschild Investment LLC 0.00% New 5 $323
Abound Wealth Management 0.00% New 4 $259
Raffa Wealth Management, LLC 0.00% No change 4 $258
EverSource Wealth Advisors, LLC 0.00% Reduce -79.0% 4 $232
JFS Wealth Advisors, LLC 0.00% New 1 $65
TFC Financial Management, Inc. 0.00% New 1 $65

"% of holder's portfolio" is BL's weight in each manager's 13F, not the share of Blackline Inc. the manager owns.